Jittery fund managers cut gold exposure as volatility explodes
With the volatility in gold more extreme than bitcoin this month, red flags are emerging and forcing money managers to
Level 9, 365 Little Collins Street, Melbourne, Victoria, 3000
Level 9, 365 Little Collins Street, Melbourne, Victoria, 3000
With the volatility in gold more extreme than bitcoin this month, red flags are emerging and forcing money managers to
Andrew Georghegan from auzbis interviewed Rob Hay on Collins St Asset Management’s #1 commodity call for 2026 and three stock positions the Investment Team believe have the potential for a sharp re-rating if the thesis plays out favourably..
The Quality at Value Team interview Managing Director Michael Goldberg about how value investing has fared through the turbulence of
Michael Goldberg is interviewed by Greg Canavan from Fat Tail Investment Research about the current surge in gold prices and
Rob Hay from Collins St Asset Management is interviewed by Nadine Blayney from ausbiz on key insights into the ASX listed gold sector post the February 2025 reporting season (recorded 05 March 2025).
Rob Hay from Collins St Asset Management is interviewed by Nadine Blayney from ausbiz on the ‘one big idea’ ASX investors need to consider for 2025 (recorded 31 January 2025).
Michael Goldberg was interviewed recently by leading Private Weath Adviser Murdoch Gatti from York Wealth Management. In it, he shares Collins St Asset Management’s distinctly different approach to value investing and his unusual research methods (recorded 18 November 2024).
Rob Hay shares Collins St Asset Management’s insights into Astron Corporation Limited (ATR.ASX) on ausbiz (recorded 6th of November 2024).
Rob Hay shares Collins St Asset Management’s insights into the ASX listed Tesoro Gold (TSO.ASX) on ausbiz (recorded 19th of June 2024).
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We anticipated the strong uranium market in 2017. Gold in 2019. Gold again in 2023. Find out what we think is next.